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Tutorials by Topic (C)

Stephanie Oginni
  • Updated

Workflow

Creating New Users

Quick Pricing Scenarios

Step 1: Creating Your Loan

Correspondent Quick Start Tutorial

Defining Non-Delegated Loan Status 

Archiving & Withdrawing Your Loan

Step 2: Registering Your Loan

Pricing a Loan

Reissuing Credit

Running Dual AUS

Step 3: Generating Initial Disclosures

eSigning Initial Disclosures

Step 4: Submitting Your Loan

Uploading Your Loan Docs

Understanding Pipeline & Reporting Views

Step 5: Requesting Underwriting Condition Review

Requesting Loan Changes

eConsenting to Disclosures

Locking a Loan

Step 6: Ordering Docs or Submitting for Purchase Review

Opening Secured Emails from JMAC

Resetting Your Secure Email Password

Receiving Encrypted Emails

Step 7: Requesting Purchase Condition Review

 

 

Getting Started 

Loan Processing

Step 1: Creating Your Loan

 Reissuing Credit
Step 2: Registering Your Loan Uploading Your Loan Docs
Step 3: Generating Your Initial Disclosures Archiving & Withdrawing Your Loan
Step 4: Submitting Your Loan Running Dual AUS
Step 5: Requesting Underwriting Condition Review  
Step 6: Ordering Docs or Submitting for Purchase Review  
Step 7: Requesting Purchase Condition Review  
Correspondent Quick Start Tutorial  

 

 

Disclosures

Pricing & Lock
Step 3: Requesting JMAC Initial Disclosure Quick Pricing Scenarios
eSigning Initial Disclosures Pricing a Loan
Requesting Loan Changes Locking a Loan
eConsenting to Disclosures  
Step 6: Ordering Docs or Submitting for Purchase Review  

 

 

Admin & Security
Defining Non-Delegated Loan Status 
Understanding Pipeline & Reporting Views
Creating New Users
Opening Secured Emails from JMAC 
Resetting Your Secure Email Password
Receiving Encrypted Emails

 

 

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